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Choice Hotels

289 hedge funds and large institutions have $3.65B invested in Choice Hotels in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 105 increasing their positions, 95 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more call options, than puts

Call options by funds: $2.33M | Put options by funds: $527K

11% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 95

8% more capital invested

Capital invested by funds: $3.38B → $3.65B (+$269M)

3.33% more ownership

Funds ownership: 57.22%60.55% (+3.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 303289 (-14)

25% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 40

Holders
289
Holders Change
-14
Holders Change %
-4.62%
% of All Funds
4.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
105
Reduced
95
Closed
40
Calls
$2.33M
Puts
$527K
Net Calls
+$1.8M
Net Calls Change
+$363K
Name Holding Trade Value Shares
Change
Change in
Stake
BAMCO Inc
1
BAMCO Inc
New York
$536M -$315K -2,628 -0.1%
Morgan Stanley
2
Morgan Stanley
New York
$347M +$1.83M +15,257 +0.5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$344M -$17.8M -148,927 -5%
BlackRock
4
BlackRock
New York
$303M -$6.93M -57,865 -2%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$230M -$16.9M -140,668 -7%
RCG
6
Rock Creek Group
District of Columbia
$123M +$61.7M +515,379 +97%
State Street
7
State Street
Massachusetts
$97.6M +$337K +2,810 +0.3%
BTW
8
Boston Trust Walden
Massachusetts
$97.5M +$20.2M +168,321 +25%
ESCM
9
Echo Street Capital Management
New York
$97.4M -$2.53M -21,113 -2%
CAM
10
Congress Asset Management
Massachusetts
$90.3M +$2.04M +17,068 +2%
Federated Hermes
11
Federated Hermes
Pennsylvania
$87.8M +$7.38M +61,638 +9%
Victory Capital Management
12
Victory Capital Management
Texas
$82.5M +$14.1M +117,867 +20%
Brown Advisory
13
Brown Advisory
Maryland
$80.1M +$536K +4,470 +0.7%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$60.7M -$2.35M -19,638 -4%
Macquarie Group
15
Macquarie Group
Australia
$57.5M +$82.4K +688 +0.1%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$52.5M -$7.01M -58,521 -12%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$47.6M +$1.77M +14,791 +4%
AllianceBernstein
18
AllianceBernstein
Tennessee
$46.1M +$2.37M +19,748 +5%
FWIA
19
Fort Washington Investment Advisors
Ohio
$43M
Invesco
20
Invesco
Georgia
$42.1M +$1.28M +10,714 +3%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$36M -$639K -5,335 -2%
Bank of America
22
Bank of America
North Carolina
$34.4M +$5.68M +47,397 +19%
Northern Trust
23
Northern Trust
Illinois
$33.9M -$48.8K -407 -0.1%
Lord, Abbett & Co
24
Lord, Abbett & Co
New Jersey
$33.1M +$421K +3,514 +1%
Charles Schwab
25
Charles Schwab
California
$31.7M +$339K +2,828 +1%

CHH Hedge Fund Activity: Q1 2023 in Review

289 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Choice Hotels (CHH) for Q1 2023, worth a combined $3.65B — up 8% from $3.38B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of CHH and 30 opened new positions — a net loss of 10 holders — while 95 trimmed existing stakes and 105 added.

The largest buyer was Rock Creek Group, adding an estimated $61.7M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $24.2M sold.

  • 289 institutional investors held Choice Hotels (CHH) as of Q1 2023, down from 303 in Q4 2022.
  • Funds reported $3.65B of Choice Hotels stock for Q1 2023, up 8% quarter-over-quarter.
  • 30 funds opened new Choice Hotels positions in Q1 2023 and 40 closed out, a net change of -10 holders.
  • The largest Choice Hotels buyer in Q1 2023 was Rock Creek Group, an estimated $61.7M added.
  • The largest Choice Hotels seller in Q1 2023 was Arrowstreet Capital, an estimated $24.2M sold.

Based on aggregated 13F filings for Q1 2023.